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To meaningfully and positively affect our Clients' lives by helping them pursue their dreams, knowing that their financial well-being is proactively managed by a caring team who has their best interests at heart.

320 Seven Springs Way
Suite 250 
Brentwood, TN 32027

Courtney Wood Jenson

Courtney Wood Jenson

Director of Operations

As the Director of Operations, Courtney is the primary liaison between our clients and the various companies with whom we work.  Courtney’s tenacity for making each client feel special and valued truly resonates with our clients.  Through her education and experience, she is able to navigate the ever-changing waters of the financial industry to ensure the client’s needs are met the first time, every time. 

A positive and encouraging family life provided Courtney with a solid foundation for success in both business and life.  Courtney gained much of her knowledge by working her way through college with Wells Fargo Bank.  Driven and determined, she earned her Bachelor’s Degree in Communication Studies through California State University, Northridge in just four years.  

Courtney is ambidextrous. She uses both sides of her brain equally and feels this gives her an edge – both analytically and artistically.